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America Movil
AMX

252 hedge funds and large institutions have $3.06B invested in America Movil in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 79 increasing their positions, 83 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

3% less capital invested

Capital invested by funds: $3.17B → $3.06B (-$101M)

5% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 83

4.66% less ownership

Funds ownership: 10.94% → 6.28% (-4.7%)

7% less funds holding

Funds holding: 272 → 252 (-20)

53% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 32

71% less call options, than puts

Call options by funds: $6.15M | Put options by funds: $21.2M

Holders
252
Holders Change
-20
Holders Change %
-7.35%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
15
Increased
79
Reduced
83
Closed
32
Calls
$6.15M
Puts
$21.2M
Net Calls
-$15M
Net Calls Change
-$1.27M

Top Buyers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
+$217M
2
WGI
Westwood Global Investments
Massachusetts
+$57.6M
3
Capital International Investors
Capital International Investors
California
+$54.3M
4
BIT
BlackRock Institutional Trust
California
+$22M
5
MNA
Manning & Napier Advisors
New York
+$18.5M

Top Sellers

Rank Fund Capital Flow
1
HL
Harding Loevner
New Jersey
-$75.1M
2
PPA
Parametric Portfolio Associates
Washington
-$41.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$24.8M
4
BA
BlackRock Advisors
Delaware
-$24.1M
5
BG
BlackRock Group
United Kingdom
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Causeway Capital Management
California
$16.5M +$4.79M +401,369 +39%
Morgan Stanley
27
Morgan Stanley
New York
$15.8M -$17.8M -1,496,271 -52%
Franklin Resources
28
Franklin Resources
California
$14.4M -$34.6K -2,900 -0.2%
UIM
29
USS Investment Management
United Kingdom
$14.2M – – –
AQR Capital Management
30
AQR Capital Management
Connecticut
$13.3M -$16.9M -1,414,978 -55%
Ameriprise
31
Ameriprise
Minnesota
$12.8M +$496K +41,566 +4%
SGDR
32
SPX Gestao de Recursos
Brazil
$12.6M +$13.1M +1,098,910 New
State Street
33
State Street
Massachusetts
$12.2M -$267K -22,397 -2%
PPA
34
Parametric Portfolio Associates
Washington
$11.6M -$41.4M -3,470,547 -77%
Northern Trust
35
Northern Trust
Illinois
$10.3M +$129K +10,802 +1%
HMC
36
Harvard Management Company
Massachusetts
$10.2M – – –
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$9.2M – – –
Nordea Investment Management
38
Nordea Investment Management
Sweden
$8.7M -$407K -34,110 -4%
AAM
39
Aberdeen Asset Management
United Kingdom
$8.64M +$515K +43,200 +6%
Invesco
40
Invesco
Georgia
$8.05M -$543K -45,566 -6%
SO
41
STRS Ohio
Ohio
$8.01M – – –
IUHSA
42
Itau Unibanco Holding S.A.
Brazil
$7.82M +$2.29M +191,667 +39%
AL
43
AJO LP
Pennsylvania
$7.71M -$2.19M -183,865 -21%
MCM
44
Moon Capital Management
New York
$7.55M +$5.96M +500,000 +313%
EA
45
Emerald Acquisition
Washington
$7M -$1.83M -153,252 -20%
JP Morgan Chase
46
JP Morgan Chase
New York
$6.96M +$863K +72,348 +13%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$6.83M -$508K -42,575 -7%
MAMU
48
Marathon Asset Management (UK)
United Kingdom
$6.76M +$747K +62,592 +12%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$5.94M +$33.4K +2,798 +0.5%
UBS Group
50
UBS Group
Switzerland
$5.8M +$1.04M +86,831 +21%
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AMX Hedge Fund Activity: Q3 2016 in Review

252 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in America Movil (AMX) for Q3 2016, worth a combined $3.06B — down 3.2% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of AMX and 15 opened new positions — a net loss of 17 holders — while 83 trimmed existing stakes and 79 added.

The largest buyer was Lazard Asset Management, adding an estimated $217M. The largest seller was Harding Loevner, cutting an estimated $75.1M.

  • 252 institutional investors held America Movil (AMX) as of Q3 2016, down from 272 in Q2 2016.
  • Funds reported $3.06B of America Movil stock for Q3 2016, down 3.2% quarter-over-quarter.
  • 15 funds opened new America Movil positions in Q3 2016 and 32 closed out, a net change of -17 holders.
  • The largest America Movil buyer in Q3 2016 was Lazard Asset Management, an estimated $217M added.
  • The largest America Movil seller in Q3 2016 was Harding Loevner, an estimated $75.1M sold.

Based on aggregated 13F filings for Q3 2016.